Lissete and Felipe Montes de Oca.
Building a legacy of love.
Lissete and Felipe Montes de Oca wrote their love story the way many other couples do: They fell in love, got married and set out to buy a home and start a family. The children of Cuban immigrants, they had learned from their parents the value of hard work: While Lissete worked as an accountant, Felipe established a small contracting business that eventually became a thriving home building enterprise. He was good at building houses and also long-lasting relationships with his clients, many of whom became family friends.
In 1996, New York Life Insurance Company agent Pedro J. Busse, a friend and cousin of the Montes de Ocas, approached the couple to discuss ways to help ensure financial protection for their family. As he was a new agent, Pedro sold his first life insurance policies to the Montes de Ocas. Little did he imagine that it would become the first of several steps the couple would take throughout the years to building a legacy—one that would keep the family going even during the toughest of times.
Lissete and Felipe had two boys, Felipe, Jr. and Lucas. Together they found many opportunities to travel, play, learn new hobbies and host parties for friends and families. During a family ski trip, Felipe fell ill and was diagnosed with leukemia soon after. After three years battling the disease and undergoing extensive medical treatment, Felipe passed away, surrounded by his beloved family and the support of many friends.
Pedro would never forget that day. He says, “The day Felipe died, I was the only one who showed up with a check; everyone else showed up with a charge.”
The role of all New York Life agents is to stay in touch with their clients, so that the appropriate levels of financial protection are made available to them throughout all life stages and events. Pedro did that, and his dedication to bring peace of mind to the Montes de Ocas paid off. Today, Lissete and the children are able to maintain their lifestyle and continue their education, travel and leisure plans.
A national survey conducted in 2012 by New York Life Insurance Company and Ipsos1 revealed that while 84% of Latinos expect their family’s financial situation to improve, nearly 50% want help with managing their long-term planning and financial needs compared to just 25% of the general public. That's why New York Life remains committed to significantly increasing the number of financial professionals who can serve the financial needs of the growing Latino market. With their expertise and dedication, we can work together to build a stronger economic future, one family at a time.
Lissette Montes de Oca was not compensated for the use of her story. The client’s experience is not necessarily indicative of the experience of any other client. There is no assurance that any financial strategy will succeed.